2025-11-17T10:51:29-06:00 2024-12-31 431305800 UHY ADVISORS MIDWEST INC 3000 MERIDIAN BLVD SUITE 300 FRANKLIN TN 37067 990 2024-01-01 237042596 HERITAGE FOUNDATION OF WILLIAMSON COUNTY HERI 6155918500 112 BRIDGE STREET FRANKLIN TN 37064 BARI BEASLEY CEO 6155918500 2025-11-17 1 1 SARAH C HARDEE P00546174 6157505537 2025-11-17 2024 2025-03-06 01:10:19Z BARI BEASLEY 112 BRIDGE STREET FRANKLIN TN 37064 7541479 0 X HTTPS://WILLIAMSONHERITAGE.ORG/ X 1970 TN THE ORGANIZATION IS DEDICATED TO PROTECTING AND PRESERVING THE COMMUNITIES AND CULTURAL HERITAGE OF HISTROIC RESOURCES IN WILLIAMSON COUNTY, TENNESSEE, AND WORKS WITH AREA LEADERS TO CONTINUALLY CARE FOR HISTORIC SPACESM TREASURED LANDMARKS, AND CHERISHED LOCAL BUSINESSES, 21 21 74 375 0 0 4156080 2235603 3749549 4039774 -23392 548163 -88130 403701 7794107 7227241 0 0 0 0 2279188 2893921 0 0 1655044 5224623 5533205 7503811 8427126 290296 -1199885 30798335 32010880 13263527 15137941 17534808 16872939 X THE ORGANIZATION IS DEDICATED TO PROTECTING AND PRESERVING THE COMMUNITITIES AND CULTURAL HERITAGE OF HISTORIC RESOURCES IN WILLIAMSON COUNTY, TENNESSEE, AND WORKS WITH AREA LEADERS TO CONTINUALLY CARE FOR HISTORIC SPACES, TREASURED LANDMARKS, AND CHERISHED LOCAL BUSINESSES. 0 0 5344206 4587937 THE ORGANIZATION PROVIDES TOURS OF HISTORICAL HOMES, SPONSORS FESTIVAL AND HOLIDAY EVENTS, SELLS BOOKS OF LOCAL HISTORICAL BUILDINGS, LANDMARKS AND LANDSCAPES IN THE CITY OF FRANKLIN AND WILLIAMSON COUNTY, TENNESSEE. THE ORGANIZATION HAS PROGRAMS TO HELP PROTECT LOCAL HISTORICAL LANDMARKS IN THE AREA. 5344206 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 133 0 74 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X X DAVE RUNYON 6155918500 112 BRIDGE STREET FRANKLIN TN 37064 DAVID GARRETT BOARD CHAIR 4.00 X X 0 0 0 SONDRA MORRIS CHAIR FRANKLIN GROVE 4.00 X X 0 0 0 JOHN BOND CHAIR DFA 4.00 X X 0 0 0 PAUL JANKOWSKI CHAIR THEATER 4.00 X X 0 0 0 ELLEN SMITH SECRETARY 2.00 X X 0 0 0 EMILY MAGID AT LARGE 2.00 X X 0 0 0 TYLER BORDERS AT LARGE 2.00 X X 0 0 0 ALLEN SILLS CHAIR HCC 2.00 X X 0 0 0 JACKIE ALEXANDER BOARD MEMBER 1.00 X 0 0 0 BRADEN DAHL BOARD MEMBER 1.00 X 0 0 0 TRACY FRIST BOARD MEMBER 1.00 X 0 0 0 JEFF LEDBETTER BOARD MEMBER 1.00 X 0 0 0 WILLIAM SCALES BOARD MEMBER 1.00 X 0 0 0 HUNTER JONES BOARD MEMBER 1.00 X 0 0 0 MEGAN ALEXANDER BOARD MEMBER 1.00 X 0 0 0 ADAM SANSIVERI BOARD MEMBER 1.00 X 0 0 0 BO SEGERS BOARD MEMBER 1.00 X 0 0 0 ED SILVA BOARD MEMBER 1.00 X 0 0 0 MARK SUTTON BOARD MEMBER 1.00 X 0 0 0 BRENT BOWMAN BOARD MEMBER 1.00 X 0 0 0 DAVID JACKSON TREASURER 1.00 X 0 0 0 JEFFREY WELK BOARD MEMBER 1.00 X 0 0 0 BARI BEASLEY CEO AND PRESIDENT 40.00 X 284115 0 0 RONALD E DILTS EMPLOYEE 40.00 X 107427 0 0 CYNTHIA A STILELOW EMPLOYEE 40.00 X 135631 0 0 LEANNE Y PORTZEL EMPLOYEE 40.00 X 100215 0 0 627388 0 0 4 0 1 0 DAVID DEWEY 112 BRIDGE STREET FRANKLIN TN 37064 EVENT & SECURITY 127863 1 147879 2087724 141101 2235603 PROGRAM SERVICE FEES 531390 4039774 4039774 4039774 205050 205050 350000 6887 343113 343113 343113 711052 307351 403701 403701 7227241 4587937 0 403701 X 284114 188226 50089 45799 2411064 1597329 425071 388664 198743 129441 36211 33091 485398 126484 348664 10250 250428 117517 73304 59607 35321 27899 7422 616759 15001 81295 520463 300995 300995 569749 562912 6837 194134 35110 159024 ENTERTAINMENT 967449 925250 42199 CONTRACT SERVICES 651941 281401 62463 308077 EVENT EXPENSE 315096 315096 0 REPAIRS AND MAINTENANCE 214620 148692 65928 931315 572853 111568 246894 8427126 5344206 1427876 1655044 2898824 1709895 125000 1173134 1245826 204719 225193 29608 59808 79608 32559840 5238110 25081015 27321730 1195102 1390503 31125 38125 30798335 32010880 644921 379416 409114 58002 6460492 5969859 5749000 8730664 13263527 15137941 X 12035792 12239557 5499016 4633382 17534808 16872939 30798335 32010880 -1199885 -69522 607538 0 X 0 1 X 1 0 X 1638436 2765235 6047746 4156080 2578716 17186213 674377 2401960 2278596 4756902 4443475 14555310 2312813 5167195 8326342 8912982 7022191 31741523 0 0 0 31741523 3273 830 3012 6496 205050 218661 3273 830 3012 6496 205050 218661 2316086 5168025 8329354 8919478 7227241 31960184 0.99320 0.73470 0.00680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1195102 1195102 938202 101438 157218 1756 1195102 1129203 -186256 4745 938202 798077 202613 133455 4942 1129203 689047 117771 8741 798077 0 0 7582800 7582800 21631380 3260111 18371269 3327739 1969154 1358585 17921 8845 9076 27321730 CONTRACT LIABILITIES 251464 NOTES PAYABLE 7979200 LONG TERM 500000 8730664 7227241 0 7227241 0 7227241 8496647 69522 69522 8427125 0 8427125 HERITAGE HALL 711052 711052 307351 711052 711052 307351 307351 403701 0 0 0 0 0 0 0 0 0 BARI BEASLEY CEO AND PRESIDENT 284115 0 0 0 0 0 0 0 0 0 284115 0 0 0 X 71579 X RENT 0 44898 X PROFESSIONAL SERVICES 0 21624 X LABOR 0 3000 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE FORM 990 ARE REVIEWED BY THE FINANCE COMMITTEE PRIOR TO FILING THE RETURN. MANAGEMENT COMPARES THE FORM 990 PREPARED BY OUTSIDE ACCOUNTANTS TO THE PRIOR YEAR FORM 990 AND CURRENT YEAR AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS ARE POLLED ANNUALLY FOR ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED AND DETERMINED BY THE EXECUTIVE/FINANCE COMMITTEE ANNUALLY. THE DECISION IS BASED UPON COMPARABILITY DATA AND THE PRIOR THREE YEARS PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE. FORM 990, PART IX, LINE 24E DECORATIONS: PROGRAM SERVICE EXPENSES 24. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 153,310. TOTAL EXPENSES 153,334. UTILITIES AND TELEPHONE: PROGRAM SERVICE EXPENSES 76,147. MANAGEMENT AND GENERAL EXPENSES 52,911. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 129,058. PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 78,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 24,997. TOTAL EXPENSES 103,697. MERCHANT FEES: PROGRAM SERVICE EXPENSES 90,543. MANAGEMENT AND GENERAL EXPENSES 10,299. FUNDRAISING EXPENSES 1,933. TOTAL EXPENSES 102,775. IN-KIND FIXTURES AND EQUIPMENT: PROGRAM SERVICE EXPENSES 71,579. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 71,579. PRINTING AND PUBLICATIONS: PROGRAM SERVICE EXPENSES 30,192. MANAGEMENT AND GENERAL EXPENSES 2,237. FUNDRAISING EXPENSES 37,458. TOTAL EXPENSES 69,887. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 21,375. MANAGEMENT AND GENERAL EXPENSES 25,077. FUNDRAISING EXPENSES 23,230. TOTAL EXPENSES 69,682. TAXES, LICENSES, AND FEES: PROGRAM SERVICE EXPENSES 55,654. MANAGEMENT AND GENERAL EXPENSES 13,067. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 68,721. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 60,863. MANAGEMENT AND GENERAL EXPENSES 2,117. FUNDRAISING EXPENSES 329. TOTAL EXPENSES 63,309. FOODS AND FOOD PREPARATION: PROGRAM SERVICE EXPENSES 50,346. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,346. MEETINGS AND CONFERENCES: PROGRAM SERVICE EXPENSES 36,347. MANAGEMENT AND GENERAL EXPENSES 2,313. FUNDRAISING EXPENSES 2,982. TOTAL EXPENSES 41,642. POSTAGE: PROGRAM SERVICE EXPENSES 1,083. MANAGEMENT AND GENERAL EXPENSES 602. FUNDRAISING EXPENSES 2,655. TOTAL EXPENSES 4,340. GIFTS AND AWARDS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,945. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,945. THE FRANKLIN THEATRE LLC 112 BRIDGE ST FRANKLIN TN 37064 464235557 THEATRE TN 3177000 6526000 THE HERITAGE FOUNDATION HISTORY CENTER LLC PO BOX 723 FRANKLIN TN 37065 882489591 ENTERTAINMENT TN 165120 9975900 THE FRANKLIN GROVE ESTATE AND GARDENS LLC PO BOX 723 FRANKLIN TN 37064 HISTORIC TN 1096813 12738000 DOWNTOWN FRANKLIN ASSOCIATION LLC 112 BRIDGE ST FRANKLIN TN 37064 TN 717000 25000